Heritage Wealth Management (Arizona)’s Advanced Energy AEIS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$205K	Sell
2024 Q1	$217K	Buy
2023 Q4	$214K	Buy
2022 Q4	$533K	Buy
2022 Q3	$216K	Buy
2022 Q2	$171K	Buy
2022 Q1	$149K	Buy